IPC
PRU icon

Independent Portfolio Consultants’s Prudential Financial PRU Stock Holding History

Independent Portfolio Consultants’s Portfolio PRU Stock Details PRU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$133K Sell
1,232
-2,928
-70% -$311K 0.06% 371
2017
Q1 		$444K Sell
4,160
-399
-9% -$43.1K 0.15% 219
2016
Q4 		$474K Sell
4,559
-1,620
-26% -$154K 0.16% 221
2016
Q3 		$505K Sell
6,179
-360
-6% -$27.6K 0.16% 226
2016
Q2 		$466K Buy
6,539
+200
+3% +$15.1K 0.15% 225
2016
Q1 		$458K Buy
6,339
+175
+3% +$12.2K 0.13% 224
2015
Q4 		$502K Sell
6,164
-4,215
-41% -$348K 0.15% 193
2015
Q3 		$791K Buy
10,379
+805
+8% +$67.5K 0.17% 164
2015
Q2 		$838K Buy
9,574
+653
+7% +$55.4K 0.17% 179
2015
Q1 		$716K Sell
8,921
-13
-0.1% -$1.05K 0.15% 190
2014
Q4 		$808K Buy
8,934
+5,176
+138% +$445K 0.16% 185
2014
Q3 		$330K Buy
3,758
+1,633
+77% +$146K 0.09% 376
2014
Q2 		$189K Sell
2,125
-1,285
-38% -$108K 0.05% 448
2014
Q1 		$288K Sell
3,410
-555
-14% -$47.8K 0.09% 371
2013
Q4 		$366K Buy
+3,965
New +$339K 0.13% 324

Other funds holding PRU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Independent Portfolio Consultants's PRU Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its Prudential Financial (PRU) stake by 70% in Q2 2017, selling an estimated $311K and leaving 1,232 shares worth $133K. The position accounts for 0.06% of the portfolio, ranked #371.

Independent Portfolio Consultants first reported a position in PRU in Q4 2013 and has held it in 15 quarters since. The position peaked at $838K in Q2 2015. 880 funds tracked by Wall St. Rank hold PRU as of Q2 2017.

  • Independent Portfolio Consultants held 1,232 shares of Prudential Financial worth $133K as of Q2 2017.
  • Independent Portfolio Consultants sold 2,928 Prudential Financial shares in Q2 2017, an estimated $311K.
  • Prudential Financial made up 0.06% of Independent Portfolio Consultants's portfolio in Q2 2017, its #371 holding.
  • Independent Portfolio Consultants first reported a position in Prudential Financial in Q4 2013 and has held it in 15 quarters since.
  • Independent Portfolio Consultants's Prudential Financial position peaked at $838K in Q2 2015.
  • 880 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.